Home loans · refinance · commercial
Enquiries in.
Clients booked.
A refinance enquiry at 9pm is comparing three brokers by breakfast. The one who replied that night is the one with the appointment.
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The board — A mortgage brokers shift
RUNNING- Tue 9:14Web form — refinance, $680kWeb formConsult booked
- Tue 14:02Missed call — first home buyerMissed callCallback 14:07
- WedPre-approval expiring — 34 clientsCampaign9 replies
- 06:00Shift summary → principal's phoneReport3 consults booked
Fault report
Where the money
leaks out.
Rate-driven urgency
A rate move produces a wave of enquiries in 48 hours, and they go to whoever responds inside that window.
Long pre-approval gaps
Months between pre-approval and purchase. Without contact, the loan settles with someone else's broker.
Referral leads go cold
An agent sends a buyer through on a Friday afternoon and nobody calls until Monday.
The leak, in dollars
$63,800
a year, gone from mortgage brokers and finance brokers that do not answer fast enough. Struck through because it is recoverable — you already paid to make the phone ring.
Based on 4 unanswered enquiries a month at $3,800 average settlement value, of which 35% would have converted. Your leak audit uses your numbers, not these.
The production line
Five stations. No hands.
STN 01
Capture
Calls, forms, web chat and socials land in one intake. Nothing lives in a notebook.
STN 02
Answer
Every enquiry gets a reply in 90 seconds, in your voice, day or night.
STN 03
Book
Qualified enquiries book straight into your calendar. No phone tag, no tennis.
STN 04
Chase
Open quotes chased on day 2, 5 and 9 until they answer — politely relentless.
STN 05
Return
Review requests after every job; reactivation campaigns wake your old list.
<1 hr
reply time to every new enquiry, including after hours
+22%
more consults booked in the first quarter
$0
extra marketing spend — the same leads, fewer dropped
Illustrative figures. Your leak audit uses your numbers.
Built for mortgage brokers
What runs on a mortgage broker line
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Straight-to-calendar booking
Qualified enquiries land in your calendar. No phone tag, no back and forth.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Database reactivation
Booked work from people who already know you. No new ad spend.
Missed-call text-back
A text goes out before the voicemail beep would have finished.
The pipeline board
Every open enquiry, what stage it is at, and what happens to it next.
Appointment reminders
A booking that does not show up cost you the same as one you never took.
Review requests after every job
Asked automatically, at the moment the work is freshest.
The 6am shift summary
One message at 6am. What came in, what got booked, what it was worth.
One lead inbox
One intake for calls, forms, chat, email and socials. Nothing lives in a notebook.
Straight answers
Mortgage broking — questions people ask
- Is automated contact compliant in finance?
- The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.
- What about clients whose pre-approval is expiring?
- Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.
- Can it work with referral partners?
- Referrals are tagged by source, so an agent's buyer is answered immediately and the agent can see it happened. That is what keeps the referrals coming.
Mortgage brokers sits under Finance & advisory. The same line runs for every trade on the list.
Mortgage brokers — the line is running elsewhere
Find your leak
in 10 minutes.
We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.
You see the number before you spend anything.
free leak audit · 10 minutes · no login